Atria Wealth Solutions’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Atria Wealth Solutions’s Portfolio FPF Stock Details FPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,476	Closed	-$189K	–	1937
2024 Q4	$189K	Sell	10,476 -17,935	-63%	-$337K	﹤0.01%	1848
2024 Q3	$555K	Sell	28,411 -1,924	-6%	-$35.7K	0.01%	1198
2024 Q2	$557K	Sell	30,335 -1,255	-4%	-$22K	0.01%	1189
2024 Q1	$566K	Sell	31,590 -4,614	-13%	-$79.9K	0.01%	1207
2023 Q4	$593K	Buy	36,204 +1,181	+3%	+$17.9K	0.01%	1125
2023 Q3	$522K	Sell	35,023 -486	-1%	-$7.42K	0.01%	1110
2023 Q2	$551K	Sell	35,509 -482	-1%	-$7.38K	0.01%	1107
2023 Q1	$568K	Buy	35,991 +3,306	+10%	+$57.9K	0.01%	1056
2022 Q4	$553K	Sell	32,685 -2,645	-7%	-$44.3K	0.01%	1027
2022 Q3	$586K	Buy	35,330 +16,802	+91%	+$318K	0.01%	938
2022 Q2	$346K	Sell	18,528 -9,803	-35%	-$192K	0.01%	1141
2022 Q1	$623K	Buy	+28,331	New	+$631K	0.01%	942

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

PPG

Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's FPF Position: Q1 2025 in Review

Atria Wealth Solutions sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2025, closing a stake of 10,476 shares — an estimated $189K sold.

Atria Wealth Solutions first reported a position in FPF in Q1 2022 and held it in 12 quarters. The position peaked at $623K in Q1 2022. 109 funds tracked by Wall St. Rank hold FPF as of Q1 2025.

Atria Wealth Solutions reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 10,476 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2025, an estimated $189K.
Atria Wealth Solutions first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's First Trust Intermediate Duration Preferred & Income Fund position peaked at $623K in Q1 2022.
109 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.